Personal Banker

About This Role

This role will support customers by building relationships and proposing appropriate financial products, services, and digital solutions. You will assist with opening new accounts, service requests, and credit applications, while developing an understanding of banking products.

Responsibilities

• Participate in delivery of exceptional customer experience by building relationships through proactive outreach
• Propose appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts
• Assist customers with completing service requests
• Assist customers with submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed

Requirements

• 6+ months of interacting with customers experience, or equivalent
• Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
• Meet Loan Originator requirements under Regulation Z (LO)
• SAFE registration at the time of employment

Qualifications

• 6+ months of interacting with customers experience, or equivalent

Nice to Have

• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to help customers succeed financially by offering introductions to additional team members as appropriate
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Relevant military experience
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Support customers and employees in resolving or escalating concerns or complaints

Benefits